Review and approve digital work
The video explains how to review and approve digital work using the “Awaiting my approval” widget in the Home area. It covers five types of approvals:
- Project Approval: You can approve or reject directly in the Home area, with an option to add comments. For detailed review, click the project name to access its details. Approvals made within the project do not prompt for comments but allow optional commenting.
- Task Approval: Similar to project approval, you can review the task by clicking its name or directly approve/reject with a comment.
- Issue Approval: Works like task/project approval, with an option to skip approval without adding a comment.
- Proof Approval: Navigate to the proof to review and add specific comments. Approval options include “Approve,” “Approved with changes,” “Changes required,” or “Not relevant.”
- Document Approval: Documents without proofs can still be approved or rejected. If changes are needed, describe them in a comment, similar to “Approved with changes” in proof approval.
The video emphasizes flexibility in reviewing and approving work, with options to add comments and specify changes as needed.
Key takeaways
- Centralized Approval Management: All items awaiting approval can be accessed in the “Awaiting my approval” widget in the Home area.
- Flexible Review Options: You can approve or reject directly from the Home area or click on the item name to review details before making a decision.
- Commenting Options: Adding comments is optional but encouraged for clarity. Approvals made in the Home area prompt for comments, while those made within the item do not.
- Proof Approval Specifics: Proof approvals offer multiple options, including “Approved with changes,” “Changes required,” and “Not relevant,” allowing detailed feedback.
- Handling Changes: For documents or proofs requiring changes, you can specify the changes in comments, ensuring clear communication for resubmission or updates.
NOTE
Documents, proofs, and work items (projects, tasks and issues) that require approvals can be found in projects and custom reports in addition to Workfront Home.
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